Advisor Group’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Advisor Group’s Portfolio GENY Stock Details GENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$21K	Hold	500	–	–	﹤0.01%	3942
2019 Q3	$19K	Buy	+500	New	+$19.2K	﹤0.01%	4000
2018 Q1	–	Sell	-88	Closed	-$3K	–	5099
2017 Q4	$3K	Buy	+88	New	+$2.9K	﹤0.01%	4603

Other funds holding GENY

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Advisor Group's GENY Position: Q4 2019 in Review

Advisor Group held its Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) position steady in Q4 2019 at 500 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3942.

Advisor Group first reported a position in GENY in Q4 2017 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold GENY as of Q4 2019.

Advisor Group held 500 shares of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF worth $21K as of Q4 2019.
Advisor Group left its Principal Exchange-Traded Funds Principal Millennial Global Growth ETF share count unchanged in Q4 2019.
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3942 holding.
Advisor Group first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2017 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.